Bills

Overview

Bills are used to keep track of invoices received from vendors. To access bills go to the “Home” menu and click on “Bills” in the left menu. To sort the list of bills click on the column header for the criteria you want to sort by. To filter the list of bills click on the "Filters" button, select filters and click "Save", and to remove filters click the "Reset" button.

Creating bills

To create a bill complete the following steps:

From the “Home” menu click on “Bills” in the left menu

Click on the “+ New Bill” button above the list of bills

Enter bill information

Click the "Save" or the "Save & New" button at the bottom of the form

Copying bills

To copy a bill complete the following steps:

From the “Home” menu click on “Bills” in the left menu

Click on the bill that you want to copy

Click on the "More" button

Click on “Copy”

After completing the steps above a new bill will be created which you can then edit and save.